When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick’s challenging quarter. Plus, unhearalded earnings reports and listener questions
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Tyler Crowe, Rachel Warren, and Matt Frankel discuss:
- Dick’s Sportinf Goods earnings and guidance cut.
- Was it “geopolitical concerns” or just Foot Locker?
- The woes of Walker & Dunlop
- CVS HEalth’s turnaround candidacy
- Is UPS a value or a value trap?
Companies discussed: DKS, NKE, ONON, ASO, UA, CROX, WD, CVS, UPS, AMZN
Host: Tyler Crowe
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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